Director, Investment Management
T: 01243 753409
Michael has considerable private client experience, having joined Thesis in 1978 following a career in stockbroking and private banking. He specialises in serving offshore and charity clients, with a special focus on fixed interest markets where he jointly manages the Optima Bond Fund. He also runs the Chichester office. Investment experience since 1968
Investment Manager
T: 01243 753413
Ian trained and spent many years at Lloyds Private Banking and then at another solicitor investment manager before joining Thesis. He has wide experience of private client work and specialises in the more complex financial planning cases, charity and Trust work. Investment experience since 1984
Managing Director
T: 01243 753415
David has a degree in Biochemistry from Cardiff University and a post-graduate qualification from City University Business School. He began his City career at Société Generale before taking up a role managing the portfolios of ultra-high net worth investors. David specialises in advising high net worth families, estates and institutions heading the Private Office services of Thesis.
Investment Manager
T: 01243 753420
Sam began her career heading up the PEP and ISA products at Thesis before moving into her current role. She has a broad role in advising on and administering investments held for many clients and particular expertise in the Private Office service for high net worth clients.
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